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Knowledge Centre Downloadable Checklists

Monthly Facilities-Management Checklist

A monthly facilities review checks whether scheduled work has been delivered and evidenced across the estate. Reconcile the programme with visit records, identify assets that could not be accessed and assign each missing task or incomplete record to someone who will progress it.

Black & White Facilities2 min read
monthly facilities-management checklist
monthly facilities-management checklist

Review recurring problems and changes

Compare recurring failures and declining asset condition with changes in site use. Carry temporary repairs into the project review so permanent work remains visible. Confirm the next access windows and decisions needed from the client.

Review the next period

Before the next reporting date, identify purchase instructions, specialist visits, shutdown requirements and funding decisions. Give the estate decision-maker a concise account of changed conditions and risks still requiring action.

Questions to resolve

Should every asset be inspected monthly?

No. Review delivery against each asset's agreed programme. A monthly management meeting does not set a monthly inspection interval for all equipment.

What makes an action useful?

Specify the problem, action or decision, accountable person, deadline and evidence needed to close it.

Related work

Connect mechanical work with maintenance programmes and planned projects. Use the enquiry route to give the site, observed problem and required result.

Further guidance

The HSE maintenance resource provides supporting context for managing equipment work.